Helping our clients find their way one dream at a time.
Welcome to the The Landau-Nurge Wealth Management Group!
We provide a full range of investment products and services to help address the needs of individuals and families in planning for their financial futures. With over 60 years of combined industry experience, we offer investment guidance and create portfolio strategies that are designed to help build wealth, address risk, and reduce or defer taxes.
In this fast-paced environment, we want you to have an easily available source of up-to-date news and information that you can access at your convenience. We hope you find our site valuable, but we know it will not replace, nor is it intended to replace, that personal one-on-one time we spend with you.
Please enjoy the following features in the website ... we update/add frequently to our site, so keep checking back!
- Newsletters
- Articles
- Financial Calculators
- Financial concepts/Education on investing, retirement, estate planning, and wealth preservation
As always, we are available to answer questions and review your personal financial profile at any time. Please do not hesitate to call us ... we always enjoy speaking with you, our very reason that we are here.
Stifel does not provide legal or tax advice. Investors should consult with their professional legal and tax advisors regarding their particular situation.
Newsletters
-
Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
-
The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
-
HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Savings Accumulation
Estimate the future value of your current savings.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.